Use Cases
Client Flow Analysis

Sell side firms use Panopticon to gain visibility into their customers’ trading behaviors by reviewing historic activity and analyzing current trading patterns for anomalies.

Portfolio managers can move away from blotters of RFQs that limit visibility, to a comprehensive view of their flow – by book, instrument, client, time period, or any combination of these parameters. They can identify problems in seconds and optimize client flow continuously.

  • Compare today’s live cumulative flow to historical averages to identify problem performance
  • Analyze historic customer flow for trends and unusual performance
  • Play back through past activity; identify problem areas for future optimization
  • Analyze flow across different categories; review correlations, clusters, trends, and performance of outliers